Massachusetts Investors Trust Portfolio Overview
Sector Weights
Relative to Standard & Poor's 500 Stock Index
As of 31-Mar-24
Portfolio (%) Benchmark (%)
Underweight/Overweight (%)
Financials
16.2
13.2
3.0
Consumer Staples
7.2
6.0
1.2
Health Care
13.4
12.4
1.0
Industrials
9.5
8.8
0.7
Materials
Energy
3.0
2.4
0.6
4.1
3.9
0.2
Real Estate
2.0
2.3
-0.3
Utilities
1.6
2.2
-0.6
Communication Services
7.4
9.0
-1.6
Information Technology
28.0
29.6
-1.6
Consumer Discretionary
6.5
10.3
-3.8
MFS®
0.9% Cash & Cash Equivalents.
The Global Industry Classification Standard (GICS®) was developed by and/or is the exclusive property of MSCI, Inc. and S&P Global Market Intelligence Inc. ("S&P Global Market Intelligence"). GICS is a service
mark of MSCI and S&P Global Market Intelligence and has been licensed for use by MFS. MFS has applied its own internal sector/industry classification methodology for equity securities and non-equity securities
that are unclassified by GICS.
FOR INVESTMENT PROFESSIONAL USE ONLY. Not intended for retail investors. - Massachusetts Investors Trust
MIT-PODBK-17-Apr-24
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